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Original filing (PDF)20251023101042NAL0002057489001
JACOBS ENGINEERING GROUP, INC.
Form 5500
FILING_RECEIVED
JACOBS UNION 401(K) PLUS SAVINGS PLAN
401(k) retirement plan
Active participants
97
Accounts w/ balance
121
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
16 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACOBS ENGINEERING GROUP, INC..
Plan sponsor
Name
JACOBS ENGINEERING GROUP, INC.
EIN
95-4081636
Address
1999 BRYAN STREET · STE 1200 · DALLAS, TX · 75201
Phone
(626) 578-3500
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $3K | — |
Investments
16 pooled funds· $4.9M(89% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.9M
15 holdings
Master Trust
$15K
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VFTC TARGET RET 2030 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | $944K | 17.2% |
| VFTC TARGET RET 2025 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | $842K | 15.3% |
| VFTC TARGET RET 2020 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | $635K | 11.6% |
| VFTC TARGET RET 2035 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | $633K | 11.5% |
| VFTC TARGET RET 2045 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | $506K | 9.2% |
| VFTC TARGET RET 2055 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | $391K | 7.1% |
| VFTC TARGET RET 2050 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | $356K | 6.5% |
| VANGUARD INST TTL BOND MKT INDEX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | $151K | 2.8% |
| VFTC TARGET RET 2040 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | $147K | 2.7% |
| VFTC TARGET RET 2060 TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | $86K | 1.6% |
| VFTC RETIREMENTS SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 001 | Common Collective Trust | $64K | 1.2% |
| VANGUARD INSTL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | $37K | 0.7% |
| VFTC TARGET RET 2065 TRUST SELECT VANGAURD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | $33K | 0.6% |
| VANGUARD INST TTL INTER STK MRKT TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | $28K | 0.5% |
| JACOBS ENGINEER GRP INC MASTER TR JACOBS ENGINEERING GROUP, INC. · EIN 95-4081636 / PN 007 | Master Trust | $15K | 0.3% |
| VFTC TARGET RET INCOME TRUST SELECT VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | $800 | <0.1% |
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